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corporate investment adviser
Title posted on CareerBeacon - Senior Private Banker
Posted on October 27, 2024 by Employer details TD Bank
Job details
Work Location:Peterborough, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$91,200 - $136,800 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:CUSTOMERProactively consult with in-branch leaders to develop a pipeline of HNW referrals.Onboard U/HNW clients / prospects to PB and act as a trusted relationship manager for those introduced to PB from any source.Provide high touch service to clients that is in line with clients' financial needs and expectations.Recommend, implement and service client needs related to all banking related products and solutions (credit and cash management)Apply deep knowledge of the following to ensure that clients receive a legendary HNW client experience:- 4 pillars- Banking products and solutions- Banking processes, systems, and operationsAssess that PB products/solutions continue to meet client needs, on a proactive basis and make recommendations as needed.Understand and interpret the elements of Financial Planning Plans (i.e. advice recommendations).Participate in the local community by acting as a brand ambassador in support of TDBG charities and initiatives.Work closely with key partners in Private Wealth Management, HNW Direct Investing and the broader TD organization to provide clients with integrated HNW solutions.SHAREHOLDERComplete financial transactions of increasing high complexity (deposit, credit, and Banking transactions); contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining clients / advice opportunities and referrals, to increase profitability and enable business growth; this role is particularly responsible for achieving market share growth through acquiring business.Promote and offer full suite of products, advice, services, banking and credit capabilities.Analyse credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.Identify opportunities in the existing client base to refer to Wealth, Commercial and other parts of TDBG to increase TD's share of wallet.Maximize profitability through a consistent application of the Private Banking fees and pricing.Maintain up-to-date knowledge and understanding of PB, TDBG policies and procedures, industry trends and protect the interests and reputation of TDBG and its clients by continuous compliance to them.Plan and execute business development activities, review and communicate results, and adjust tactics accordingly.Promote and offer full suite of products, sales, services and banking capabilities.Contribute to business objectives for Operational ExcellenceEnsure necessary due diligence to support the accuracy of all customer transactions / activities.Protect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary.Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements.Participate in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations.Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.Maintain a culture of ris- LocationPeterborough, ON
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2120151
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